trendspotting Jan-Feb 2009

Qualifying Information

IRS publishes additional 409A reporting, withholding instructions

Reported by

Fred Schneyer

To access this premium content, please sign up for a free account!

Compliance

September 17th, 2026

Some required plan amendment deadlines extended beyond the previous general deadline of year-end 2026.

Compliance

August 13th, 2026

Electronic transfers and standardized forms for moving retirement savings between plans would be encouraged under the proposed regulations.

Compliance

August 11th, 2026

Proposed rules would allow up to $2,500 in tax-free employer contributions and touch open nondiscrimination standards, tax reporting and other...